Forvis Mazars Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 114 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Forvis Mazars Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,102,442
+29.8%
44,346
+29.5%
0.03%
+27.3%
Q1 2024$849,321
+0.2%
34,2330.0%0.02%
-8.3%
Q4 2023$847,609
+1.6%
34,2330.0%0.02%
-4.0%
Q3 2023$834,258
+42.7%
34,233
+42.8%
0.02%
+47.1%
Q2 2023$584,511
-0.6%
23,9750.0%0.02%
-10.5%
Q1 2023$588,107
+0.9%
23,9750.0%0.02%
-5.0%
Q4 2022$583,072
+90.5%
23,975
+88.8%
0.02%
+66.7%
Q3 2022$306,000
-2.5%
12,6990.0%0.01%
-7.7%
Q2 2022$314,000
-2.2%
12,6990.0%0.01%
-7.1%
Q1 2022$321,000
-47.3%
12,699
-44.9%
0.01%
-46.2%
Q4 2021$609,000
-1.5%
23,0350.0%0.03%
-7.1%
Q3 2021$618,000
-0.6%
23,0350.0%0.03%
-3.4%
Q2 2021$622,000
+0.6%
23,0350.0%0.03%
-6.5%
Q1 2021$618,000
-1.9%
23,0350.0%0.03%
-3.1%
Q4 2020$630,000
+0.8%
23,0350.0%0.03%
-11.1%
Q3 2020$625,000
+9.3%
23,035
+8.7%
0.04%
-2.7%
Q2 2020$572,000
+8.1%
21,1990.0%0.04%
-14.0%
Q1 2020$529,000
-18.2%
21,199
-15.0%
0.04%
-8.5%
Q4 2019$647,000
+0.2%
24,9490.0%0.05%
-9.6%
Q3 2019$646,000
+94.6%
24,949
+92.7%
0.05%
+92.6%
Q2 2019$332,00012,9500.03%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Trust Co of Kansas 404,664$10,104,0006.02%
TLWM 317,544$7,916,0004.65%
PFG Private Wealth Management, LLC 157,379$3,930,0004.23%
CAPITAL ADVISORS INC/OK 2,139,129$53,414,0002.90%
Signature Wealth Management Group 118,954$2,970,0002.61%
RVW Wealth, LLC 408,710$10,205,0002.38%
Gateway Advisory, LLC 281,578$7,031,0002.37%
Day & Ennis, LLC 134,638$3,362,0001.92%
Capital Investment Advisors, LLC 1,076,669$26,825,0001.71%
Motley Fool Wealth Management, LLC 907,749$22,667,0001.64%
View complete list of ISHARES TR shareholders